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SDIC Securities: The OLED industry continues to catalyze domestic replacement of upstream equipment materials and is expected to benefit
On the demand side, the penetration rate of OLED panels in smartphones is gradually increasing, and penetration is accelerating from high-end models to mid-range and low-end models.
Zhitong FinanceApr 17 01:30 ET
Little Excitement Around Tianma Microelectronics Co., Ltd.'s (SZSE:000050) Revenues
Tianma Microelectronics Co., Ltd.'s (SZSE:000050) price-to-sales (or "P/S") ratio of 0.6x might make it look like a strong buy right now compared to the Electronic industry in China, where around half
Simply Wall StApr 15 03:54 ET
Huaxi Securities: LCD panel price increases are expected to return to a high point, OLED structural shortages drive price increases
It is expected that Q2 panel prices will still rise, and TV panel prices are expected to break through last year's high.
Zhitong FinanceMar 21 03:26 ET
Health Check: How Prudently Does Tianma Microelectronics (SZSE:000050) Use Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company is, we always like to look at its use of debt, since debt overload can lead to rui
Simply Wall StMar 19 20:18 ET
Tianma Microelectronics Swings to Attributable Loss
Tianma Microelectronics (SHE:000050) swung to an attributable loss of 2.10 billion yuan in 2023 from a profit of 111.7 million yuan in 20222, according to a Friday filing with the Shenzhen bourse. Los
MT NewswiresMar 15 06:34 ET
Huajin Securities: Apple is expected to increase the penetration rate of tablet OLEDs and production capacity is expected to continue to be released in 26 years
The Zhitong Finance App learned that Huajin Securities released a research report saying that the adoption of OLED technology by leading consumer electronics companies such as Apple will drive an increase in the penetration rate of OLED technology in high-end flagship tablets, and OLED panels will usher in faster market growth in 2024. Furthermore, as Samsung Display (SDC) and BOE's 8.X generation OLED production line is expected to officially enter large-scale mass production between 2026-2027, it is expected that the price of OLED panels will be reduced. Recommended attention: BOE A (000725.SZ), Shentianma (000050.SZ), Vicino (002)
Zhitong FinanceMar 11 22:27 ET
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